Senior Client Service Associate

4 weeks ago

Houston, United States BankTalent HQ Full time

At Amegy Bank, people and culture are at the heart of everything we do. Everyone counts isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the communities we serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for a Senior Client Service Associate (Lead Teller) to provide top-notch customer service to our clients and customers at our Holcombe-Greenbriar banking center in Houston, TX . If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you Essential Functions: Assist in mentoring and coaching. Review, monitor, and coordinate scheduling and workflow of Client Service Associates (Tellers). Ensure Client Service Associates (Tellers) are in compliance with bank policies and procedures by observing daily work assignments. Ensure there is an appropriate cash supply, order currency shipments as needed, and verify money shipped to the banking center. Open and close vault daily, control cash in vault, and distribute daily cash to Client Service Associates (Tellers). Assist Branch Service Manager and/or Branch Manager in the efficient daily operations of the banking center. Deliver an exceptional customer experience while uncovering bank products or service needs to make appropriate referral opportunities. Explore, identify, and maximize cross-selling of bank products based on clients' needs. Review banking center proof, Client Service Associates (Tellers) recap, and reporting. Resolve client concerns through direct personal action or referral to alternative branch or bank resources. Adhere to the bank's security policies while maintaining confidentiality of bank records and client information. Meet with Branch Service Manager and/or Branch Manager daily to discuss progress in reaching individual and banking center goals. Perform other duties as assigned. Qualifications: High school diploma or equivalent. 2+ years' experience in banking, cashiering, balancing, customer service, or other directly related experience. Previous teller experience highly desired. Working knowledge of math, cashiering, balancing, debits, credits, banking and/or bank products. Must have solid balancing and customer service skills. Cash handling, customer service, and/or sales experience preferred. Meeting sales goals and/or sales referral goals experience preferred. Ability to cross-sell bank products based on client's needs. Strong attention to detail and time management. Proficient in basic computer skills. Hours of Work: Days and hours of work are Monday through Friday; 8:30 a.m. to 5:30 p.m., and Saturday; 8:45 a.m. to 1:15 p.m. This is a full-time position: 40.00 hours per week. Must be able to work a flexible schedule within the hours listed above. Benefits: At Amegy Bank, we strive to create value for our customers, communities, employees, and shareholders. As a member of our team, we recognize the essential role you will play in our success. Our benefit plans are designed to help protect the health and well-being of you and your families, while helping you grow in your career. Medical, Dental and Vision Insurance - START DAY ONE Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match and Profit Sharing. Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products. Competitive compensation in line with work experience. Amegy Bank, a division of Zions Bancorporation (ZION), is listed on the S&P 500 & NASDAQ Financial 100 indices. #J-18808-Ljbffr

  • Senior Client Service Associate

    1 week ago

    Houston, United States Cadence Bank Full time

    Works with clients to open and service portfolio accounts per request of the Wealth Advisors Attends meetings with clients as needed Team Responsibilities Serves as a strong example for the CS Team, setting a high standard for proactive client and pr Client Service, Associate, Wealth Advisor, Service, Senior, Practice, Retail, Banking

  • Senior Client Service Associate

    3 months ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Senior Client Service Associate Reports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment:CLTSRVSummary The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW)...

  • Senior Client Service Associate

    1 week ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Senior Client Service Associate Reports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment:CLTSRVSummary The Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW)...

  • Senior Client Service Associate

    4 days ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment:CLTSRVSummaryThe Senior Client Service Associate (Senior CSA) demonstrates a high level of proficiency in all Client Service Associate functions, working with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team...

  • Senior Client Service Associate

    4 days ago

    Houston, Texas, United States BankTalent HQ Full time

    About the Role:We are seeking a highly skilled and experienced Senior Client Service Associate to lead our team at BankTalent HQ. As a key member of our banking center, you will be responsible for providing exceptional customer service, mentoring and coaching junior team members, and ensuring compliance with bank policies and procedures.Key...

  • Senior Client Service Professional

    1 day ago

    Houston, Texas, United States Linscomb Wealth Full time

    Job SummaryThe Senior Client Service Associate (Senior CSA) plays a pivotal role in delivering exceptional client experiences, working closely with both new and existing client relationships, as well as internal Linscomb Wealth (LW) team members.Key ResponsibilitiesCollaborate with clients to open and service portfolio accounts as requested by Wealth...

  • Client Service Associate

    2 weeks ago

    Houston, Texas, United States Support Full time

    WelcomeWe invite you to discover the exceptional culture, dedicated individuals, and rewarding opportunities that make Comerica Bank a unique workplace. Make your next career decision with confidence.Position Qualifications: - Bachelor's degree from an accredited institution or a high school diploma with 4 years of experience in Financial or Retail sectors....

  • Client Services Associate

    2 weeks ago

    Houston, Texas, United States Willis Towers Watson Full time

    The Client Relationship Associate plays a vital role in nurturing client partnerships, formulating strategies, and executing initiatives at the insurance program level. This position collaborates closely with a Producer and a Client Advocate within one of our Industry Vertical Divisions (IVD) or Geographical Divisions.Industry Vertical Divisions: Retail &...

  • Entry Level Client Service Associate

    3 weeks ago

    Houston, United States Gen Alpha Full time $44,000 - $54,000

    Job DescriptionJob DescriptionWe are looking for someone to join its growing business & development team, which helps us run local initiatives for our non-profit partners. The Entry Level Client Service Associate will help us use our established marketing techniques to run our campaigns, ensuring things run smoothly and keeping our clients at the forefront...

  • Client Service Associate

    1 week ago

    Houston, Texas, United States The LaSalle Group Full time

    Are you seeking a chance to advance your career and contribute to a dynamic organization? The LaSalle Group is currently collaborating with a thriving client in search of Call Center Representatives. This role provides an excellent training program that grants you direct access to senior management, setting you up for success. The Client Support...

  • Senior Client Services Representative

    2 weeks ago

    Houston, Texas, United States Insight Global Full time

    Position OverviewInsight Global is seeking a Senior Client Services Representative to join a prominent financial services organization. This hybrid role offers flexibility and requires collaboration with external clients to address daily challenges and guide them to suitable resources.Key ResponsibilitiesThis position entails:Leading team members in...

  • Senior Associate, Business Tax Services

    3 months ago

    Houston, United States KPMG-UnitedStates Full time

    Business Title:Senior Associate, Business Tax Services (Private Clients/Private Enterprise)Requisition Number:114496 - 90Function:Tax ServicesArea of Interest:State:TXCity:HoustonDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success....

  • Senior Client Associate

    1 month ago

    Houston, United States Gallagher Full time

    Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Client Services Associate

    2 weeks ago

    Houston, Texas, United States Felicia Olowu - State Farm Agent Full time

    Become a Vital Member of Our Insurance TeamAre you enthusiastic about assisting others and have a knack for guiding clients through their insurance choices? If this resonates with you, consider joining the team at Felicia Olowu - State Farm Agent.Key Responsibilities:Establish and nurture relationships with clients while providing continuous supportPerform...

  • Lead Client Service Specialist

    2 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment: CLTSRVSummary:The Senior Client Service Associate (Senior CSA) exhibits exceptional expertise in all Client Service Associate roles, collaborating with both new and established client partnerships, as well as internal Linscomb Wealth (LW) team...

  • Lead Client Service Specialist

    2 weeks ago

    Houston, Texas, United States Linscomb Wealth Full time

    Position Title:Senior Client Service AssociateReports To:Wealth Advisor Team LeadFLSA Status: ExemptDepartment: CLTSRVSummary:The Senior Client Service Associate (Senior CSA) showcases advanced expertise in all Client Service Associate responsibilities, collaborating with both new and established client relationships, alongside internal Linscomb Wealth (LW)...

  • Senior Client Service Advisor

    2 weeks ago

    Houston, Texas, United States Insight Global Full time

    Position OverviewInsight Global is seeking a Senior Client Service Specialist to join a prominent financial services organization. This position offers a hybrid work environment, allowing flexibility in your work location.Key ResponsibilitiesIn this role, you will:Engage with external clients to address and resolve daily inquiries, guiding them to the...

  • Senior Client Services Representative

    2 weeks ago

    Houston, Texas, United States Insight Global Full time

    Position OverviewInsight Global is seeking a Senior Client Services Representative to join a prominent financial services organization. This hybrid role allows for flexibility in work location.Key ResponsibilitiesEngage with external clients to address and resolve daily operational challenges.Guide team members in delivering exceptional support to...

  • Lead Client Service Specialist

    1 week ago

    Houston, Texas, United States Linscomb Wealth Full time

    Position Title: Senior Client Relations Associate Reports To: Wealth Advisor Team Lead FLSA Status: Exempt Department: Client Services Overview The Senior Client Relations Associate (Senior CRA) exhibits exceptional expertise in all aspects of client service operations, engaging with both new and established client partnerships, as well as collaborating with...

  • Senior Accountant

    4 days ago

    Houston, Texas, United States Laporte CPAs and Business Advisors Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our Client Accounting Services team at LaPorte CPAs and Business Advisors. As a Senior Accountant, you will be responsible for providing exceptional accounting services to our clients, including financial statement preparation, journal entry preparation, and account reconciliation.Key...